DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > indiana > carmel
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
Tel: 317-975-5033
111 Congressional Blvd., Suite 100
Carmel, Indiana 46032
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC is a Carmel, Indiana based financial advisory firm with nearly $4,946,760,100 in assets under management and provides investment advisory services for 2231 clients. There are currently 42 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
288623
SEC#:
801-112009
No. of Clients:
2231
Assets under Management
$4,946,760,100
No. of Advisors:
42
More Financial Advisory Firms in Carmel, Indiana
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| 40/86 ADVISORS, INC. | 107740 | 78 |
| ONEAMERICA ASSET MANAGEMENT, LLC | 165929 | 37 |
| SANCTUARY ADVISORS, LLC | 226606 | 643 |
| OXFORD FINANCIAL GROUP, LTD | 105303 | 150 |
| SAPIENT CAPITAL LLC | 324899 | 56 |
| VALEO FINANCIAL ADVISORS, LLC | 127132 | 155 |
More Firms in Carmel, Indiana >>